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GYL Financial Synergies’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

GYL Financial Synergies’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$740K Sell
6,307
-70
-1% -$7.83K 0.06% 208
2024
Q2 		$704K Buy
6,377
+2,705
+74% +$297K 0.05% 209
2024
Q1 		$419K Sell
3,672
-350
-9% -$37.9K 0.03% 261
2023
Q4 		$420K Buy
4,022
+1,650
+70% +$156K 0.03% 258
2023
Q3 		$217K Sell
2,372
-2,912
-55% -$278K 0.02% 308
2023
Q2 		$511K Buy
5,284
+700
+15% +$63.8K 0.05% 239
2023
Q1 		$417K Buy
4,584
+95
+2% +$8.48K 0.05% 210
2022
Q4 		$375K Hold
4,489
– – 0.08% 156
2022
Q3 		$352K Hold
4,489
– – 0.1% 136
2022
Q2 		$356K Hold
4,489
– – 0.1% 134
2022
Q1 		$451K Sell
4,489
-200
-4% -$19.9K 0.11% 116
2021
Q4 		$540K Hold
4,689
– – 0.15% 113
2021
Q3 		$525K Sell
4,689
-726
-13% -$83.5K 0.27% 96
2021
Q2 		$613K Buy
5,415
+621
+13% +$66.3K 0.32% 76
2021
Q1 		$489K Hold
4,794
– – 0.27% 97
2020
Q4 		$492K Buy
4,794
+230
+5% +$21.9K 0.28% 91
2020
Q3 		$394K Hold
4,564
– – 0.26% 100
2020
Q2 		$361K Sell
4,564
-1,484
-25% -$108K 0.26% 95
2020
Q1 		$368K Buy
6,048
+138
+2% +$10.1K 0.24% 86
2019
Q4 		$451K Buy
5,910
+132
+2% +$9.68K 0.2% 87
2019
Q3 		$408K Sell
5,778
-728
-11% -$52.3K 0.2% 93
2019
Q2 		$464K Sell
6,506
-76
-1% -$5.29K 0.25% 71
2019
Q1 		$447K Sell
6,582
-1,284
-16% -$82.4K 0.25% 72
2018
Q4 		$447K Buy
+7,866
New +$479K 0.32% 62

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

GYL Financial Synergies's IWP Position: Q3 2024 in Review

GYL Financial Synergies reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.1% in Q3 2024, selling an estimated $7.83K and leaving 6,307 shares worth $740K. The position accounts for 0.06% of the portfolio, ranked #208.

GYL Financial Synergies first reported a position in IWP in Q4 2018 and has held it in 24 quarters since. 1,022 funds tracked by Wall St. Rank hold IWP as of Q3 2024.

  • GYL Financial Synergies held 6,307 shares of iShares Russell Mid-Cap Growth ETF worth $740K as of Q3 2024.
  • GYL Financial Synergies sold 70 iShares Russell Mid-Cap Growth ETF shares in Q3 2024, an estimated $7.83K.
  • iShares Russell Mid-Cap Growth ETF made up 0.06% of GYL Financial Synergies's portfolio in Q3 2024, its #208 holding.
  • GYL Financial Synergies first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 24 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.